MAINSAIL FINANCIAL GROUP

MAINSAIL FINANCIAL GROUP of BELLEVUE, WA is an SEC-registered investment adviser (CRD 317970). Regulatory assets under management: $403.9M.

Registration

• CRD: 317970
• SEC file number: 801-123307
• Type: Registered investment adviser
• Location: 11245 SE 6TH STREET, BELLEVUE, WA, 98004
• Phone: (425) 502-7693
• Latest filing: 2026-09-02
• Regulatory AUM: $403.9M
• Discretionary AUM: $378.0M
• Non-discretionary AUM: $25.9M
• Clients: 11
• Accounts: 1,448

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317970 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search